---
sourceDocument: Xanadu Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/operational-technology

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Download the Excel template

# Download the Excel template {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Download the Microsoft Excel template to create and populate a Microsoft Excel spreadsheet with your existing Operational Technology data.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllIndustrial Workspace AdminOT ManagerImport OT Devices - Staging table.
2. Right-click the column heading and select Import from the list menu.
3. Select if you want to Insert or Update records.  
   {#download-excel-template__table_z3d_h5c_vtb__entry__2}

   | Template | Description |
   |-|-|
   | Insert | Use this template to add new records to a table. |
   | Update | Use this template to change values within existing records in a table. This template contains one row for each record in the list. The current list filter determines what records the template contains. |
   [Table 1. Import template]

   {#download-excel-template__table_z3d_h5c_vtb}
4. Clear the Include all fields in the template check box to include only the columns that appear in the list in the template.  
   Certain fields in the table are updated by system processes and you cannot import values into them. An example is the Created by field, which is populated during import with the logged-in user who
   performs the import.

   Leave this check box selected to include all columns from the table in the template, even those columns that are hidden in the list.
5. Select Create Excel template.
6. In the Export Complete page, select Download to download the Microsoft Excel spreadsheet.

## What to do next

Open the spreadsheet using your preferred application.  
Note:  
The template contains a Directions tab describing how to
use the template.

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